
When this happens...
New Customer Created
New Payment Created
Payment Updated
Order Updated
Customer Updated
Refund Created
Invoice Payment Made
New Subscription Created
Customer Deleted
Location Updated
New Location
New Order
Order Fulfillment Updated
New Order Fulfillment

Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new payment is created.
Triggers when a payment is updated.
Triggers when a order is updated.
Triggers when a customer is updated.
Triggers when a refund is created.
Action is the task that follows automatically within your Square integrations.
Update an existing customer
Add a customer to a specified group
Create a new customer
Search for a customer by email, phone, company or name.
Removes a customer from a group.
Create a new customer group.

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To start, connect both your Square and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Square data is recorded in Bigin. This includes choosing which data fields go into which fields of Bigin, setting up custom formats, and filtering out unwanted information.
The data sync between Square and Bigin typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Square and Bigin. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn MoreBigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn More